Google I/O 2017, Google Home, YouTube

Today's Above Avalon email includes the following stories: 

  • Google I/O 2017
  • Google Home
  • YouTube

Today's email will be dedicated to discussing Google I/O 2017. We first go over my thoughts on the Google I/O keynote, including the strongest and weakest points. We look at the keynote from Apple's perspective. We then take a deep dive into the new Google Home features and discuss implications related to Apple's interest in the smart speaker space. The email concludes with a closer look at why YouTube received such a prominent spot in yesterday's keynote.  

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2Q17 iPhone Installed Base Estimate, 2Q17 iPhone User Base Estimate, Revised 2017 and 2018 iPhone Sales Estimates

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